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Income Portfolio

Expense Ratio

Rank 27 of 53

0.09%
0.00%0.94%
Dividend Yield

Rank 30 of 53

1.92%
0.00%3.85%
10Y Annualized Return

Rank 53 of 53

3.22%
3.22%29.48%
Sharpe Ratio

Rank 53 of 53

-1.89
-1.890.44
Maximum Drawdown

Rank 5 of 53

-13.59%
-48.20%-10.21%

Income PortfolioAsset Allocation


Income PortfolioPerformance

The chart shows the growth of $10,000 invested in Income Portfolio on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $15,723 for a total return of roughly 57.23%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


Income Portfolio
Benchmark (^GSPC)
Portfolio components

Income PortfolioReturns

As of May 14, 2022, the Income Portfolio returned -11.86% Year-To-Date and 3.22% of annualized return in the last 10 years.


1MYTD6M1Y5Y10Y
Benchmark-8.49%-15.57%-13.45%-0.96%10.97%11.65%
Income Portfolio-3.57%-11.86%-12.03%-9.63%2.59%3.22%
BND
Vanguard Total Bond Market ETF
-1.83%-9.71%-9.87%-8.51%1.08%1.57%
VTI
Vanguard Total Stock Market ETF
-8.89%-16.53%-15.72%-2.91%12.26%13.40%
IGOV
iShares International Treasury Bond ETF
-5.30%-15.83%-16.69%-19.35%-1.55%-0.97%
VEA
Vanguard FTSE Developed Markets ETF
-6.73%-14.56%-15.34%-10.96%4.20%6.60%

Income PortfolioSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Income Portfolio Sharpe ratio is -1.89. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


Income Portfolio
Benchmark (^GSPC)
Portfolio components

Income PortfolioDividends

Income Portfolio granted a 1.92% dividend yield in the last twelve months, as of May 14, 2022.


PeriodTTM202120202019201820172016201520142013201220112010

Dividend yield

1.92%1.71%1.79%2.33%2.53%2.30%2.47%2.49%2.92%2.91%3.58%4.31%4.33%

Income PortfolioDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


Income Portfolio
Benchmark (^GSPC)
Portfolio components

Income PortfolioWorst Drawdowns

The table below shows the maximum drawdowns of the Income Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Income Portfolio is 13.59%, recorded on May 9, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-13.59%Sep 3, 2021171May 9, 2022
-10.79%Mar 9, 20209Mar 19, 202049May 29, 202058
-4.59%May 9, 201332Jun 24, 201381Oct 17, 2013113
-4.48%Jan 29, 2018229Dec 24, 201842Feb 26, 2019271
-4.44%Sep 8, 201670Dec 15, 2016104May 17, 2017174
-3.65%Apr 27, 2015186Jan 20, 201640Mar 17, 2016226
-3.5%Oct 31, 201119Nov 25, 201141Jan 26, 201260
-3.46%Nov 5, 201028Dec 15, 201075Apr 4, 2011103
-2.97%Apr 16, 201036Jun 7, 201026Jul 14, 201062
-2.89%Feb 12, 202116Mar 8, 202160Jun 2, 202176

Income PortfolioVolatility Chart

Current Income Portfolio volatility is 8.36%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


Income Portfolio
Benchmark (^GSPC)
Portfolio components

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